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Supervise administrative assistants, manage workloads, staffing, performance, coaching, onboarding, coverage plans, and team development. Partner with leadership and stakeholders to improve administrative processes, policies, systems, and resource allocation. Oversee timekeeping, leave management, expenses, orientations, training, meetings, and occasional hands-on executive administrative support. Drive technology adoption, operational transformation, risk management, and productivity improvements while fostering a collaborative, high-performance culture.

Supports institutional and retail clients across Latin America through portfolio and market analysis, client reporting, research, CRM maintenance, sales support, and business development. The role partners with investment, product, distribution, and client-facing teams to improve relationship management and client service. Analysts also use data, automation, and AI-enabled tools to enhance reporting, workflow efficiency, outreach, meeting preparation, and client insights.

Supports PIMCO’s Taiwan compliance program through regulatory monitoring, licensing, reporting, KYC/AML and sanctions checks, marketing-material reviews, vendor and distributor reviews, audits, training, documentation, and regulatory inquiries. The role also coordinates regional compliance projects, supports APAC initiatives, and advises business teams on policy and regulatory developments.

Own the vision, roadmap, and prioritization for PIMCO’s global CRM product. Lead its transformation into a headless, AI-native platform by aligning engineering, UI, AI, data, and sales teams. Translate sales-organization needs into a prioritized backlog, improve adoption and efficiency, and deliver measurable user outcomes. The role requires senior product leadership, enterprise CRM expertise, financial-services experience, and the ability to modernize mature products through cross-functional influence.

Own PIMCO’s RFP and DDQ platform delivered through Responsiv. Manage the vendor relationship, product vision, roadmap, feature prioritization, delivery accountability, stakeholder alignment, and escalation. Lead internal workflow and content-management changes, including training and adoption. Drive AI-assisted response generation with human review for accuracy and compliance, while improving response turnaround, consistency, and content reuse across sales, RFP, and compliance teams.

Supports a field-based Account Manager in developing and maintaining relationships with financial advisors. Responsibilities include market research, product and investment insights, client engagement, sales support, territory activity planning, reporting, workflow optimization, and participation in conferences and meetings. The role uses data, automation, and AI-enabled tools to improve client service and sales effectiveness while offering professional development toward future account management and client-facing opportunities.

Manage institutional client relationships across Hong Kong and Macau, supporting client service, portfolio reviews, strategic account planning, business development, investment solution discussions, and new mandate acquisition. The role requires representing PIMCO credibly to central banks, pension funds, insurers, and other institutional investors while coordinating operational, compliance, and legal requirements. Candidates should bring strong fixed-income, macroeconomic, capital-markets, relationship-management, negotiation, and bilingual English-Cantonese communication skills.

Leads PIMCO’s income and yield forecasting platform and team, overseeing forecasts, reviewing assumptions, investigating variances, and delivering insights to investment and executive stakeholders. The role analyzes accounting and investment drivers, improves data quality and forecasting methodologies, partners with technology teams on platform enhancements, manages projects and vendors, and drives automation and AI adoption. Strong fixed-income accounting, investment analysis, analytical problem-solving, communication, and leadership skills are essential.

Leads PIMCO’s alternatives income and yield forecasting platform, expanding methodologies for complex investment products and fund structures. Analyzes fund, sector, asset-class, and security-level drivers; investigates variances and anomalies; and provides insights to investment professionals and senior leadership. Partners with technology teams to improve data, automation, reporting, and forecasting infrastructure, leads related projects, oversees vendors, and manages a team. Requires deep alternatives investment, fixed-income accounting, forecasting, analytical, stakeholder-management, and technology expertise.

Lead enterprise AI and digitalization initiatives across Global Operations: identify high-value AI opportunities, design transformation roadmaps and future-state operating models, deliver GenAI/LLM/agentic AI and automation solutions, drive adoption and value realization, and influence senior stakeholders while building governance and capability in a complex, regulated investment-management environment.